Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,311 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,088 | $79,223-39.3% | $102,460-53.1% | $74,478-35.4% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 14.54% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,461 | $2,363+4.2% | $3,025-18.6% | $2,626-6.3% |
| Participant deferral / active EE | $5,179 | $4,417+17.2% | $5,056+2.4% | $4,350+19.0% |
| Admin fee / account holder | $211 | $2,003-89.5% | $9,460-97.8% | $1,946-89.2% |